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iService User Guide

Navigation: Customer Info

The Contact Page

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contactsWhen iService receives a customer email, chat request, or form submission from a customer it creates a contact record (if one doesn't already exist). All of the information you capture about a contact can be found in the contact page. The contact page has four sections: summary, details, subscriptions, and history. You can view contact information, all of your past conversations with the contact, and initiate interactions from this page.

 

 

 

View Summary Information About the Contact

View or Edit Contact Details

View Past Interaction History

Update Subscription Information

 

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